Policy Management

• Including management of groups of fonts (several elements for the same policy, e.g. for a Casco / RC / Park policy)
• Management of more complex policies such as BVG, Life, etc.
• Management of co-insurance policies
• Management of foreign currency policies

Claims management

• It is also possible to link documents and images to a claim. These include an expert's report, photos of the loss, etc.

Management of BVG Announcements

Policyholder Management

Managing links between your contacts and addresses

• Establish real links between your customers: for example Fiduciary X is your customer but also the fiduciary of Fun Sport SA, also your customer. Another example: Mrs. XY is the wife of the director of Tube and Plastic SA.

Contact management

• Several contacts per policyholder
• You can specify the recipients of the premiums, there can be several of them, you choose who receives which premium

Contact management

• Easily list and retrieve your insurance company contacts

Import

• Compatibility with IG B2B Data Exchange Service (DXP)

Creation of numerous lists

• Policies
• Addresses
• Brokerages
• Custom-made, according to your needs

Export Features

• Export E-mail
• PDF export of the lists

Management of surplus earnings participation

Time Management

• The program can keep a statistic of the hours spent per client
• It is also possible to manually enter the hours spent for a customer

Task management (Schedule, Reminders, ...)

• A task is assigned to the user of your choice, another colleague, a secretary, etc.
• A task can be linked to an address/policy/damage

Triggers

• A trigger allows the automatic creation of tasks during the creation of policies or claims

Agent Management

• The program calculates the share of each agent according to your wishes
• You can assign tasks to your agents (e.g. call this or that customer)

Document management (Archive/Scanning)

• You can link any kind of document to your contacts, policies, claims, in the software. For example: an offer calculation in Excel, a scanned brokerage mandate, a photo of a claim, etc.

User and access management

• Users can be organized into groups
• Each group has its own access authorisations